How To Give a Manager Access to the Relative Sales Team Quotes

(Doc ID 1660020.1)

Last updated on MARCH 29, 2017

Applies to:

Oracle BigMachines CPQ Cloud Service - Version 11.0 and later
Information in this document applies to any platform.


A common use case among companies is to allow the managers of a sales team to access their sales team's quotes, without allowing access to all managers. This is not able to be accomplished with the normal User Access setup within participant profiles.  However, this can be accomplished by creating an advanced forwarding rule and a data table to dynamically give access to a sales user's relative manager.


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